Original filing (PDF)20251015140412NAL0002537315001

STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP

Name: STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP — STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP 401K PLAN, Form 5500 (2024)
Creator: STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP

Form 5500-SF

FILING_RECEIVED

STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP.

Plan sponsor

Name

STEIN SHOSTAK SHOSTAK POLLACK & OHARA LLP

EIN

20-2210756

Address

444 SOUTH FIGUEROA STREET · SUITE 2388 · LOS ANGELES, CA · 90017

Phone

(213) 630-8888

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

HARLOWE & FALK LLP

HARLOWE & FALK RETIREMENT SAVINGS PLAN

$5.4M · 13 participants

GALLAGHER & ASSOCIATES, PC

GALLAGHER 401(K) PLAN

$5.4M · 6 participants

FRIEDLANDER & GORRIS, P.A.

FRIEDLANDER & GORRIS, P.A. 401(K) PROFIT SHARING PLAN

$5.4M · 7 participants

LEVINE, PLOTKIN & MENIN, LLP

LEVINE, PLOTKIN & MENIN, LLP 401(K) PLAN

$5.4M · 10 participants

MEISEL LAW GROUP

MEISEL LAW GROUP 401(K) PLAN

$5.4M · 11 participants